Get more done in the field with Zoho HVAC Work Order Software
As someone in the field services trade, you know all too well that your efficiency dictates your success. In fact, doing a job efficiently probably sets you ahead of many of your competitors. This can be said for various reasons, but an important one of those is the presence of HVAC work order software. Many times, the software HVAC companies use for work order management is inadequate or outdated at best–and at worst completely nonexistent. No wonder updating your software has such potential to put you ahead of the game.
Of course, in the past, paper work orders were the only way to transmit data from your headquarters to the hands of your technicians, and back again. And, those had a whole host of limitations. No way to prove the amount of time worked on a job. No way to get that work order back to the office except by truck. And, no way to replace the work order if it got lost or damaged. Ironically enough, although some vendors attempt to solve these problems by offering HVAC work order software, these problems still exist, either due to lack of functionality or lack of software integration.
You likely already depend on field service management software for some aspects of your business. Why not solve all those problems at once with HVAC maintenance software that has the functionality you need and the integrations that make your life easier? Now, you can do just that.
The Reason this Software Exists
Your staff shouldn’t have such a hard time completing their daily work. Your HVAC maintenance software (or any of your business systems) should work for you – not the other way around.
With this thought in mind, we developed FieldTech HVAC work order management software to work for you and your team. That way, you get the positive feedback you’ve always wanted when thinking about your technicians’ daily jobs. Furthermore, we created a family of related Zoho Creator apps to connect to that work order system. That way, you get the peace of mind you’ve always imagined when thinking about the rest of your business.
Features of the FieldTech HVAC Maintenance Software
Dedicated module for work orders
- Set task lists for the types of jobs you do, and deliver them directly to your technicians when it’s time to do a job.
- Store all work order records in a dedicated module for easy reference. This integrates with Zoho CRM and even Zoho Desk.
Time tracking on individual tasks on work orders
- Track all time against any task in your work orders, down to the second.
- View time tracking reports to help identify bottlenecks. Optimize your processes for various types of maintenance or installation work you do.
- Geolocation via Google Maps allows for monitoring where your employees are when they clock in and out, or enter time on a task.
Easily schedule work orders for technicians or crews
- This software integrates with another FieldTech app called the SmartScheduler. This integration allows for scheduling individuals or crews to jobs, or assigning jobs to those entities. A drag-and-drop interface makes this easy.
- The scheduler writes events back to your CRM so your customer view is always up-to-date and accurate. Events include not just the work order appointment itself, but drive time also.
How the FieldTech HVAC work order software works
Before this software comes into play, one of your staff will use the SmartScheduler to schedule a job to a technician or crew. At that time, based on the kind of appointment needed, the system sends appointment reminders to both the client and the technician(s) for the job.
The scheduler then writes events back to your Zoho CRM for the appointment itself, and also for calculated drive time.
On the date of the appointment, the technician(s) will travel to their appointment destination at the specified time. They’ll use their FieldTech web app, also available on mobile, to interact with their work order in a number of ways. They can:
- Clock into a job
- View instructions (a task list) related to their work order
- View or close any tasks related to the work order
- Log time against those tasks
- Capture photos of the job site, as necessary
- Capture an e-signature, as necessary
- Clock out of the job
Once the technician’s work is done, all information is recorded not only back to the work orders module, where an administrator can compile and view reports. It can also be synced back to Zoho CRM, and used in CRM or custom reports.
Use just the work order software, or use the whole pack
Again, while managing your work orders is an essential part of your service business, it isn’t the whole story. Your organization has hundreds of other tasks it does–with or without the help of software. Zoho software can (and perhaps does) help with some of these needs… But, it probably doesn’t work for all of them–at least not very well.
Over the years, we’ve heard the requests of HVAC and other service companies. And for that reason, we designed a whole suite of apps for you to choose from in the FieldTech family. Use one or use them all:
- Job Dispatch Software
- Mobile Quoting Tool (CPQ)
- Work Orders for Field Services
- Production (Manufacturing) Order Management
- Inventory Management, including MRP
- Equipment & Asset Tracking
- Job Costing
- Sales Commission Calculation
Software this important should be easy to get started with.
So, this one is. Schedule your assessment today.
Whether you want to refresh the software in your already-established business or you’re just getting off the ground, we want to lend you a hand. Let’s explore your business together to see just how this software would work for you. Use the form below to schedule a free preliminary consultation.